The tweeter claims to believe that Shopify can grow into one of the world’s largest companies.
According to them, it acts as the backbone of e-commerce stores and gives sellers a direct customer relationship, unlike Amazon. Shopify’s business is very profitable and is mainly based on recurring revenue.
The tweet also highlights the company’s fintech expertise and a strong founder-led work culture, which, according to them, support growth.
https://x.com/everydaystocksx/status/1926333746715742351
This was discussed in this thread, so I put it here.
Veeva reported a strong first quarter.
Revenue grew significantly, especially for subscription services, and earnings also grew by both GAAP and non-GAAP measures.
Management was pleased with the company’s performance, which exceeded guidance and affirmed the progress of the company’s long-term goals, including the 2030 vision.
https://x.com/Earnings_Time/status/1927826404403531952
Here’s a quick look at Shopify, highlighting the main points about the company. 
Sprinklr was discussed a bit in this thread, so let’s briefly report on its results as well.
Sprinklr’s first quarter revenue and subscription sales grew compared to the previous year. Forecasts were exceeded in e.g. EPS and revenue.
Management emphasized the company’s progress in the customer-centric transformation process and the company’s strong cash flow.
The year 2026 is seen by the company as a transition period towards longer-term growth.
https://x.com/Earnings_Time/status/1930226873096605821
According to the tweet below, Snowflake’s acquisition of Crunchy Data was not just a product acquisition, but a clear strategic move towards a new era of the data economy.
Snowflake wants to move from being an “analytics warehouse” towards real-time, AI-driven applications where business truly happens. Crunchy’s Postgres database is a critical component in the development of modern applications and the integration of AI into business processes.
This acquisition, according to the tweeter, reflects a larger shift where operational and analytical data merge into a single AI-ready layer. Future competition will no longer be decided by models, but by who can provide fast, secure, and managed access to the right data at the right time. Snowflake is now aiming to be the platform that connects data, AI, and business – forming the foundation for the next decade’s digital economy, or something like that.
An analyst sees Snowflake benefiting from strong cloud service growth and surprising progress in AI products as well.
The company is well-positioned to leverage new AI developments, e.g., with increasing investments.
More about this in the tweet below.
The tweeter of the tweet below says that they focused too much on Snowflake’s results and did not see the company’s strong cash flow and strategic position in AI infrastructure.
Snowflake has, however, proven to be a key cloud service provider in data management and supporting AI.
ServiceNow reported a strong second quarter, exceeding its guidance in all key areas.
The company emphasizes the importance of its AI-powered platform in transforming business processes across various industries. The company’s growth is supported by larger and an increasing number of contracts, and management believes the company is well-positioned to achieve its goals for the remainder of the year and heading into next year.
https://x.com/StockSavvyShay/status/1948117588300706186
Shopify continued its very strong performance, with revenue, operating margins, and the number of transactions, for example, growing significantly above expectations.
It was really important how monthly recurring revenue increased, and free cash flow remained strong.
Management emphasizes that growth has accelerated in several different markets and they are starting to see results from bold investments made years ago.
https://x.com/earnings_guy/status/1953050765469057044
EDIT:
Shopify is now Canada’s “largest stock”
Datadog performed well, at least in terms of revenue and new customer growth, and the company also raised its guidance.
However, cost pressures were visible in the results… profitability weakened by several metrics, but on the other hand, recurring revenue grew strongly.
https://x.com/earnings_guy/status/1953410915660857362
The tweeter says that ServiceNow’s stock has fallen, but cash flow and revenue have grown rapidly, AI brings new revenue streams, and growth is expected to continue despite its large size.
Somehow, I’m still not entirely convinced about ServiceNow, either by this or generally, as it seems expensive and I don’t know how it will fare in the future. 
Snowflake posted a pretty good result, with revenue growing significantly. The company’s net profit was at a loss, but customer commitment remained strong, and future order backlogs increased significantly.
According to CEO Sridhar Ramaswamy, thousands of companies rely on Snowflake’s data solutions and, of course, AI services.
The company’s strengths include ease of use, flexible data availability, and reliability across various industries. Snowflake continues to see enormous growth potential in leveraging data and, of course, AI.
https://x.com/StockSavvyShay/status/1960796953408888948
https://x.com/fiscal_ai/status/1960809565672628574
The tweet below describes how Snowflake surprised even management with a strong quarter; revenue accelerated, many new customers were acquired, and additionally, AI solutions are now driving the company’s growth.
New products, such as Cortex AI SQL and Snowflake Postgres, indicate an ambitious strategy to expand from merely a data warehouse role to a full enterprise-level AI platform.
The tweet reminds that, nevertheless, the guidance remained cautious because profitability is unlikely to continue +grow to excessive levels, and the valuation is still very high.
According to the tweeter, in short, a strong story, but not convincing as an investment right now.
https://x.com/hataf_capital/status/1961065586399539382
Sprinklr increased revenue and subscription sales, and improved profitability and cash flow.
CEO Rory Read emphasized the company’s ongoing transformation process, strengthening customer relationships, and future product development innovations. Scott Millard was appointed as the new Chief Sales Officer, and CFO Manish Sarin announced his departure.
https://x.com/EarningsToday/status/1963216829138042954
 grew by 136 percent year-over-year. The company added a record number of new large customers, and customer retention remains at 125 percent (the same customer base generates 25 percent more than before). Financially, the cash position is strong, although stock-based compensation remains at a high level.
Snowflake’s competitive advantage relies on high switching costs and strong network effects. According to the author, the valuation is relatively affordable compared to the sector, and management is investing heavily in product development.
One of the most important takeaways from the article was perhaps that for investors, the question is whether the current momentum will continue without a decline in profitability.
Shopify partnered with OpenAI, meaning that in the future, ChatGPT will be able to directly suggest and sell products from Shopify merchants without links or any “site switching”. Orders will essentially go directly to Shopify.
The article has no paywall.
The tweet thread below states that Shopify has grown rapidly in recent years and strengthened its position as an e-commerce platform. The company’s revenue is growing especially in merchant-focused solutions, which now account for over 70 percent of all revenue. According to the tweeter, orders, payment traffic, and accelerating revenue indicate that there is demand for the services.
Profitability has improved - costs have decreased relative to revenue, and additionally, the balance sheet is strong thanks to a large cash position. Product development has still continued, which supports innovations and new services. The tweeter highlighted that subscription solutions, in particular, are very profitable due to high margins.
According to the thread’s conclusion, Shopify also has significant growth potential, as its market share in global e-commerce is still relatively small. The company’s competitive advantage is based, according to the thread, on a strong brand, scalability, and the difficulty for customers to switch platforms, which also creates some kind of moat. Thanks to these factors, growth is expected to continue far into the future.
Link to the X thread:
https://x.com/SergeyCYW/status/1973705814880960998
And a link for those without X, you can also read the thread here:
https://twitter-thread.com/t/1973705814880960998
Here is the opening message of the thread:
https://x.com/SergeyCYW/status/1973705814880960998
Shopify stands out from its competitors with strong growth and an expanding international footprint, according to the article below.
The company constantly attracts new merchants by offering advanced and smart tools, such as Shop Minis, Shop Pay, and AI-powered store solutions. The strong pull of the European markets and the utilization of AI in customer experience will continue to support the company’s growth story.
The Zacks Consensus Estimate for SHOP’s 2025 earnings is currently pegged at $1.45 per share, unchanged over the past 30 days and indicating year-over-year growth of 11.54%.
The tweet says that Shopify has almost reached a new share price peak after almost four years.
Revenue and cash flow have grown a lot, although the stock was heavily overpriced back then. From the tweet, one can learn that valuation is important… and perhaps something about Shopify too.
https://x.com/QualityInvest5/status/1981764727354134766
ServiceNow had a strong third quarter; revenue and order backlog grew significantly, and the company continued its profitable growth driven by its AI-powered platform. According to CEO Bill McDermott, ServiceNow has become a trusted AI partner for businesses, bringing measurable value and efficiency. 
Management particularly emphasized strong demand for Now Assist, the Federal segment, and new AI products.
As growth and margins improved, the company also announced its intention to implement an exciting five-for-one stock split, but this is expected to be confirmed only later in the year.
https://x.com/earnings_guy/status/1983627564259131615
